DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 472 filers reported holding DIMENSIONAL ETF TRUST in Q1 2024. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $161 | -15.7% | 4,489 | -13.4% | 0.03% | -18.2% |
| Q1 2024 | $191 | +7.3% | 5,184 | 0.0% | 0.03% | 0.0% |
| Q4 2023 | $178 | +5.3% | 5,184 | 0.0% | 0.03% | -5.7% |
| Q3 2023 | $169 | -0.6% | 5,184 | 0.0% | 0.04% | +2.9% |
| Q2 2023 | $170 | +1.8% | 5,184 | 0.0% | 0.03% | 0.0% |
| Q1 2023 | $167 | +5.7% | 5,184 | 0.0% | 0.03% | 0.0% |
| Q4 2022 | $158 | -99.9% | 5,184 | 0.0% | 0.03% | +3.0% |
| Q3 2022 | $134,000 | -10.7% | 5,184 | 0.0% | 0.03% | -2.9% |
| Q2 2022 | $150,000 | -13.8% | 5,184 | 0.0% | 0.03% | +3.0% |
| Q1 2022 | $174,000 | +2.4% | 5,184 | 0.0% | 0.03% | +3.1% |
| Q4 2021 | $170,000 | 0.0% | 5,184 | 0.0% | 0.03% | -8.6% |
| Q3 2021 | $170,000 | – | 5,184 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hill Investment Group Partners, LLC | 918,357 | $30,071,612 | 19.45% |
| M Financial Asset Management, Inc. | 94,352 | $3,090,000 | 14.95% |
| WIPFLI FINANCIAL ADVISORS LLC, | 1,628,987 | $53,431,181,000 | 6.81% |
| Schoolcraft Capital LLC | 617,424 | $20,217,555 | 6.78% |
| BUCKINGHAM STRATEGIC WEALTH, LLC | 9,702,124 | $317,696,000 | 6.51% |
| Wescott Financial Advisory Group, LLC | 338,314 | $11,078,000 | 6.26% |
| Foster Group, Inc. | 1,915,299 | $62,716,000 | 6.14% |
| PBMares Wealth Management LLC | 372,660 | $12,203,000 | 5.82% |
| McLean Asset Management Corp | 432,118 | $14,752,000 | 5.66% |
| AWM CAPITAL, LLC | 209,597 | $7,063,000 | 5.29% |